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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

RYAN PATRICK KELLY

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Annapolis, MD | WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7f5e9e7-eeb7-db0c-65f3-56b740d4bc9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Aug 18, 2006
First registration: Aug 21, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 5042814

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 13, 2022	n/a	yes	Annapolis, MD\|WASHINGTON, DC	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 13, 2020	Sep 27, 2022	no	Nashua, NH\|Portsmouth, NH\|Woburn, MA\|Boston, MA\|Boston, MA\|Boston, MA\|Boston, MA\|Boston, MA\|Roxbury, MA\|Boston, MA\|Somerville, MA\|Lynnfield, MA\|Newburyport, MA\|Boston, MA\|Nashua, NH\|Boston, MA\|Peabody, MA\|Boston, MA\|Salem, NH\|Boston, MA\|East Boston, MA\|Burlington, MA\|Portland, ME\|Burlington, VT\|Middletown, RI\|Manchester, NH\|Revere, MA\|Mattapan, MA\|Acton, MA\|Hingham, MA\|Greenville, RI\|Wellesley, MA\|Belmont, MA\|Dedham, MA\|Cranston, RI\|Brookline, MA\|Newton, MA\|Providence, RI\|Quincy, MA\|WESTWOOD, MA\|Chestnut Hill, MA\|Cranston, RI\|Providence, RI\|Warwick, RI\|East Greenwich, RI\|Framingham, MA\|Wakefield, RI\|Watertown, MA\|Waltham, MA\|North Andover, MA\|Westbrook, ME\|Barrington, RI\|Saco, ME\|Concord, MA\|Lynn, MA\|Braintree, MA\|Providence, RI\|Falmouth, ME\|Williston, VT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 21, 2006	Jun 2, 2020	no	NEW YORK, NY\|NEW YORK, NY\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 27, 2022	Oct 13, 2022	16	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Jun 2, 2020	Jul 13, 2020	41	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 21, 2006 to Jun 2, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 13, 2020 to Sep 27, 2022factForm ADV

Dated events

Occurred
Sep 27, 2022
Advisor changed firm
Ryan Patrick Kelly left J.P. Morgan Securities Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-10-13)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7f5e9e7-eeb7-db0c-65f3-56b740d4bc9b
First observed: Aug 21, 2006
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN PATRICK KELLY

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Annapolis, MD | WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7f5e9e7-eeb7-db0c-65f3-56b740d4bc9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Oct 13, 2022

n/a

yes

Annapolis, MD|WASHINGTON, DC

Current employment

J.P. MORGAN SECURITIES LLC

Wirehouse

Jul 13, 2020

Sep 27, 2022

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Aug 21, 2006

Jun 2, 2020

NEW YORK, NY|NEW YORK, NY|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 27, 2022

Oct 13, 2022

Firm change

Wirehouse to wirehouse

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

Jun 2, 2020

Jul 13, 2020

Firm change

Wirehouse to wirehouse